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6550 W Hillsborough Avenue Suite 130, Tampa, FL 33634 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2023-04-14 |
| FL | RA | APPROVED | 2021-08-09 |
Branch Locations
15500 New Barn Road Suite 201, Miami Lakes, FL 33014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors | Miami | FL | 08/2021 | Present |
| The Skyline Agency | Dallas | TX | 07/2020 | 11/2020 |
| Rollins College | Winter Park | FL | 08/2017 | 05/2021 |
| Jesuit College Preparatory School | Dallas | TX | 08/2013 | 05/2017 |
| Cook Diamonds | Dallas | TX | 01/2016 | 05/2017 |
| Trinity Wealth Securities | Miami | FL | 10/2021 | Present |
1) Florida Financial Advisors. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 2) Florida Financial Insurance, LLC. Investment-Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: Insurance. Position: Independent Contractor. 08/2021. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales 3) Trinity Wealth Securities, LLC. Investment Related. 15500 New Barn Road, Suite 201, Miami Lakes FL 33014. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2021. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. 4) Ellison Homes, LLC. Not investment related. Dallas, TX 75220. Nature: residential real estate investment properties. Position: Managing member. Start: 5/1/2025. Hours per month: 8. Hours per month during trading: 0. Duties: identify and purchase residential real estate properties to renovate and then sell. Compensation includes proceeds and capital gains via sale of home once renovations are completed.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-02-06 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-19 |
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